Private Client Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$567K Sell
1,348
-46
-3% -$18.3K 0.15% 122
2026
Q1
$518K Buy
1,394
+80
+6% +$33K 0.15% 112
2025
Q4
$591K Sell
1,314
-130
-9% -$57.6K 0.18% 89
2025
Q3
$642K Buy
1,444
+49
+4% +$17K 0.21% 84
2025
Q2
$443K Buy
1,395
+495
+55% +$149K 0.17% 119
2025
Q1
$233K Buy
900
+391
+77% +$130K 0.12% 164
2024
Q4
$206K Buy
+509
New +$164K 0.11% 178

Other funds holding TSLA

Private Client Services's TSLA Position: Q2 2026 in Review

Private Client Services reduced its Tesla (TSLA) stake by 3.3% in Q2 2026, selling an estimated $18.3K and leaving 1,348 shares worth $567K. The position accounts for 0.15% of the portfolio, ranked #122.

Private Client Services first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $642K in Q3 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Private Client Services held 1,348 shares of Tesla worth $567K as of Q2 2026.
  • Private Client Services sold 46 Tesla shares in Q2 2026, an estimated $18.3K.
  • Tesla made up 0.15% of Private Client Services's portfolio in Q2 2026, its #122 holding.
  • Private Client Services first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Private Client Services's Tesla position peaked at $642K in Q3 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.